Rollout Phases

From pilot to Scale & Deepen to deep integration in ongoing operations

For larger organizations, a 3-phase model works best. Key point: from phase 2 onward, broad adoption and deeper integration run in parallel.

Typical timing model

  • Phase 1 Pilot: about 3 months
  • Phase 2 Scale & Deepen: about 6-12 months
  • Phase 3 Deep Integration & Autonomy: ongoing from month 16

Phase 1: Pilot (about 3 months)

Goal: fast startup with visible outcomes.

  • build a small champion group
  • deliver first production use-cases
  • define standards for prompting, assistants, and workflows
  • connect first core integrations

Outcome:

  • core team and role model in place
  • first assistants/workflows in production
  • adoption baseline measurable

Phase 2: Scale & Deepen (about 6-12 months)

Two tracks run at the same time.

Track A Broad adoption:

  • onboard additional teams/sites in a structured way
  • establish training, FAQ, and office-hour routines
  • roll out standard use-cases for broad user groups

Track B Champions & depth:

  • champions build internal assistants and use-cases
  • continuously deepen integrations
  • transfer AI know-how into the organization

Outcome:

  • adoption grows steadily across functions
  • repeatable patterns per team/function
  • deep use-cases evolve alongside broad rollout

Phase 3: Deep Integration & Autonomy

This phase focuses on deep data integration while keeping adoption stable.

Track A Operations & adoption:

  • institutionalize internal enablement
  • anchor champions as internal multipliers
  • establish playbooks per function

Track B Deep data integration:

  • ERP integration and other complex systems
  • deeper data pipelines, SQL/DWH, RAG extensions
  • advanced automations and process agents

Outcome:

  • internal team operates largely independently
  • deep integrations deliver measurable process impact
  • champions continue to receive targeted coaching

Choosing a rollout unit

For how to decide between a site-, function-, or process-based rollout (or a hybrid), see Rollout Design.

Decision rule

Choose the unit where you can deliver visible outcomes in 6-8 weeks.

Visual one-pager

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